Kore Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Kore Private Wealth’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-315	Closed	-$38K	–	1001
2020 Q2	$38K	Buy	315 +300	+2,000%	+$36.5K	0.01%	517
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	938
2019 Q4	$2K	Buy	+15	New	+$1.74K	﹤0.01%	945
2019 Q2	–	Sell	-15	Closed	-$2K	–	728
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	862
2018 Q4	$2K	Buy	+15	New	+$1.64K	﹤0.01%	814

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kore Private Wealth's TIP Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2020, closing a stake of 315 shares — an estimated $38K sold.

Kore Private Wealth first reported a position in TIP in Q4 2018 and held it in 5 quarters. The position peaked at $38K in Q2 2020. 959 funds tracked by Wall St. Rank hold TIP as of Q3 2020.

Kore Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 315 iShares TIPS Bond ETF shares in Q3 2020, an estimated $38K.
Kore Private Wealth first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares TIPS Bond ETF position peaked at $38K in Q2 2020.
959 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.